Tanager Wealth Management LLP AGG Holdings History
Tanager Wealth Management LLP's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Tanager Wealth Management LLP held 286,016.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $28.37 Mil. This investment constitutes 3.35% of their stock portfolio, and Tanager Wealth Management LLP now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then Tanager Wealth Management LLP has made 8 purchases of AGG, at an average price of $98.78, for a total of 422,307.00 shares. In addition, there have been 6 sales at an average price of $98.33 for 136,291.00 shares. Based on historical transaction data and AGG's current price of $98.29, Tanager Wealth Management LLP's estimated gain on his AGG holdings is $-199,543.61, reflecting a -0.48% gain to date.
Tanager Wealth Management LLP AGG ($98.29) Holding Chart
Tanager Wealth Management LLP AGG ($98.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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